In today's episode we're unpacking the various ways you can grow your superannuation through contributions. Glen and financial adviser Wayne Terry from Financial Edge Group chat about:👉 concessional & non concessional contributions👉🏼 the work test👉🏽 the carry forward rule👉🏾 spouse splitting👉🏿 the div 293 tax👉🏻 making a downsizer contribution👉 spouse contributions👉🏼 the government co-contribution👉🏽 moving assets like shares into super👉🏾 and some real life case studies!If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

In this episode financial adviser and author Kate McCallum chats with Glen about the steps you can take to begin planning mentally, practically and financially for retirement. 📘 The Joy of Money by Kate McCallumIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

Let's chat what happens to your super and pension when you pass away and what to consider if you have a blended family. In this episode Glen chats with financial adviser, Martin McGrath from Financial Edge Group.If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

What does your ideal retired lifestyle look like? Financial adviser Matt Hawkins from Elevate Wealth is back with Glen to break down the steps for working out how much money you'll need to fund it. If you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.

We asked you what you wanted to know about retirement so today we're answering those questions! Joining us for this episode is financial adviser and retirement specialist Matthew Hawkins from Elevate Wealth Solutions. Matt has over 15 years experience in financial services and specialises in retirement planning, wealth accumulation strategies and aged care. Glen and Matt discuss:👉 when should you start changing your investing strategy and asset allocation in super as you approach retirement?👉🏼 managing sequencing risk👉🏽 when's the right time to start drawing down on your investments?👉🏾 how much money do you need to live on? 👉🏿 managing money when entering a new relationship later in life👉🏻 wrap accounts, master trusts and having your super managed by a financial adviser👉 FAQ - how can I maximise the age pension benefits?👉🏼 changing your retirement mindsetIf you’d like to chat with someone about your personal situation, reach out to our team so we can connect you with a professional.🏡 Join the retire right facebook groupAny advice is general financial advice only which does not take into account your objectives, financial situation or needs. Because of that, you should consider if the advice is appropriate to you and your needs, before acting on the information. If you do choose to buy a financial product read the product disclosure statement (PDS) and target market determination (TMD) and obtain appropriate financial advice tailored to your needs.SYMO interactive Pty Ltd & Glen James are authorised representatives of MoneySherpa Pty Ltd which holds financial services licence 451289. Hosted on Acast. See acast.com/privacy for more information.